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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,777 | $110,410-60.4% | $102,437-57.3% | $145,897-70.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.39% | 24.85%-9.5pp | 24.95%-9.6pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,105 | $4,217-50.1% | $3,871-45.6% | $4,663-54.9% |
| Participant deferral / active EE | $7,987 | $5,622+42.1% | $5,060+57.8% | $6,689+19.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |